Adam Richard Logan

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 06/2020
  Comcast
  Pittsburgh, PA
• 08/2020 → 11/2024
  Penn Mutual Life Insurance Company
  Horsham, PA
• 07/2020 → 11/2024
  Strategic Insurance Concepts
  Pittsburgh, PA
• 02/2021 → 11/2024
  Honor Townsend And Kent Llc
  Horsham, PA
• 11/2024 → 09/2025
  Avantax Advisory Services
  Sewickley, PA
• 11/2024 → 09/2025
  Avantax Insurance Agency Llc
  Sewickley, PA
• 11/2024 → 09/2025
  Avantax Investment Services, Inc.
  Sewickley, PA
• 11/2024 → Present
  Kratsas Wealth Management
  Sewickley, PA
• 11/2024 → Present
  Mercandante & Company, P.C.
  Sewickley, PA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Sewickley, PA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-11-19 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Sewickley, PA
• 2022-02-22 → 2024-11-18
  Hornor, Townsend & Kent, Llc
  Pittsburgh, PA

Other Businesses

1) KRATSAS WEALTH MANAGEMENT POSITION: Associate Financial Advisor NATURE: This is the entity through which I provide Avantax Wealth Management services. I provide advice, as well as investment guidance and products to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 55 START DATE: 11/18/2024 ADDRESS: 2200 Georgetown Drive, Suite 202, Sewickley PA 15143, United States DESCRIPTION: I provide tax and accounting services and advice as well as investment guidance and products to my clients. Also provide insight to clients on how their tax situation can influence all of their financial decisions including investments. 2) MERCADANTE & COMPANY, PC POSITION: Consultant NATURE: Provide consultation with clients and coworkers on tax matters. This is an entity through which I will provide tax and Avantax Wealth Management services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 35 START DATE: 11/18/2024 ADDRESS: 2200 Georgetown Drive, Suite 202, Sewickley PA 15143, United States DESCRIPTION: Provide consultation with clients and coworkers on tax matters.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-16
• S63 Uniform Securities Agent State Law Examination
  2021-04-19